Create users and assign access

Choose the right role, limit module access, reset a password, and decide which accounts may remain signed in.

For
Installation owners
Length
7 minute guide

Roles control the level of responsibility. Module permissions control where that responsibility applies. Use both so a person sees only the work they are expected to do.

1

Before you begin

These instructions describe FECForge 1.32.35. If a control is missing, check your role and installed version before continuing.

  1. Prepare your account and source information

    Sign in as owner. Decide each person’s role and required modules before creating the account. FECForge roles are owner, manager, and staff; a Windows administrator is not automatically a FECForge owner.

2

Choose a role

  1. Use owner access sparingly

    The installation owner manages suite-level users, licensing, venue settings, and backups. Keep at least one secure owner account.

  2. Use manager for supervisory work

    Managers can reach manager-only tabs and settings inside modules they have permission to open.

  3. Use staff for focused entry

    Staff accounts should receive only the modules and operational tasks needed for their shift.

3

Configure the account

  1. Open Settings, then Users

    Create or select a user from the suite-level user list.

  2. Assign module permissions

    Enable only the applications this person should see. Inventory can be narrowed further by department from the Inventory access screen.

  3. Choose the inactivity behavior

    Leave automatic sign-out enabled for most users. Disable it only for a dedicated account that must keep a scheduling or display station open.

4

Reset a forgotten password

  1. Select the user

    Open the user record from Settings.

  2. Set a temporary password

    Enter a temporary value the user can type once, then choose Reset password.

  3. Have the user sign in

    The next successful sign-in requires a new private password before the user can continue.

5

Check the result and keep your data safe

  1. Have the user sign in with their own account.

    They should reach the assigned modules and be denied owner-only setup. A reset password should prompt for a private replacement.

  2. If the result is not what you expected

    If access is wrong, correct that account rather than sharing an owner password. Keep automatic sign-out on shared devices and do not remove your last secure owner account.